Best Investors
Account
Sign in
Best Investors
Account
Sign in
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-28 |
| FL | RA | APPROVED | 2019-04-18 |
| TX | RA | APPROVED_RES | 2017-09-13 |
| NJ | RA | APPROVED | 2007-09-26 |
Branch Locations
22 Corporate Woods Boulevard 4Th Floor, Albany, NY 12211 • United States
2 N. Tamiami Trail Suite 608, Sarasota, FL 34236 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Philadelphia | PA | 09/2002 | Present |
1. Mac's Drive-In, Watervliet, NY. Sold business in 2018, currently holder of mortgage note. 2. Blessed Sacrament Church, Albany, NY. Finance Committee (2018) - work with the Priest on financial matters running the church. Not compensated, devote 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-07-30 |
Reach out to this advisor